13F Insight
DOSSIER · 13F-HR · Q1 2026

ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL's pension fund based in London, UK — $125M in tracked AUM across 79 positions as of Q1 2026.

AF
ALLIUM FINANCIAL·London, UK·Pension Fund
CIK 0002067277 · last filed Mar 31, 2026
Total AUM
$125M
▼ 16.2%
vs prior
Holdings
79
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ALLIUM FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$20M2816.1%
02
EEM
ISHARES TR
$17M293K13.3%
03
IVV
ISHARES TR
$10M16K8.4%
04
AAPL
APPLE INC
$6M23K4.6%
05
PDI
PIMCO DYNAMIC INCOME FD
$6M330K4.5%
06
NVDA
NVIDIA CORPORATION
$6M32K4.5%
07
RWAY
RUNWAY GROWTH FINANCE CORP
$5M776K4.3%
08
COST
COSTCO WHOLESALE CORPORATION
$5M5K4.1%
09
DFAC
DIMENSIONAL ETF TRUST
$4M92K2.9%
10
IWR
ISHARES TR
$3M33K2.6%

Filing history

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